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Joe Calhoun, CFP®

Wealth Manager

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Joe Calhoun

Joe Calhoun is a Wealth Manager at Quotient Wealth Partners, bringing over 9 years of experience to the firm. Joe specializes in investment strategy, tax optimization, retirement income planning, and insurance analysis. Joe holds a Certified Financial Planner designation and earned his Bachelor of Science in Finance from Indiana University’s Kelley School of Business.

Beyond his professional achievements, Joe is a dedicated volunteer for Big Brothers Big Sisters and runs to raise funds for St. Jude’s fight against pediatric cancer. In his time outside of the office, he enjoys snowboarding, card games, and avidly follows Chicago’s sports teams.

Contact Information

Phone:

(720) 383-6137

Email

joe.calhoun@quotientwealth.com

CFP® – Certified Financial Planner

The CFP® certification is a financial planning credential awarded by the Certified Financial Planner Board of Standards Inc. (the “CFP Board”) to individuals who meet its education, examination, experience and ethics requirements. Eligible candidates are generally required to have three years of financial planning related experience and possess a bachelor’s degree from an accredited U.S. college or university. Certificants are further required to complete a CFP Board-Registered Education Program (or possess a qualifying professional credential), clear a personal and professional background check, and pass the CFP Certification Examination, a ten-hour multiple choice exam divided into three separate sessions. In order to maintain the certification, CFP designees must also complete at least 30 hours of continuing education every two years on an ongoing basis.

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